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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2276
Connecticut Wealth Management
Connecticut
$645K +$2.27K +13 +0.4%
Loomis, Sayles & Company
2277
Loomis, Sayles & Company
Massachusetts
$644K +$273K +1,564 +79%
TWI
2278
Thomas White International
Illinois
$644K +$6.12K +35 +1%
PIM
2279
Profit Investment Management
Maryland
$641K -$70.3K -402 -10%
HSWM
2280
Hubbell Strickland Wealth Management
Louisiana
$640K +$5.77K +33 +0.9%
IP
2281
Intellectus Partners
California
$640K – – –
AA
2282
Alta Advisers
United Kingdom
$638K – – –
SQA
2283
Simon Quick Advisors
New Jersey
$637K +$211K +1,206 +53%
HAS
2284
HBW Advisory Services
California
$636K -$42.5K -243 -7%
MIA
2285
Milestone Investment Advisors
Wisconsin
$635K +$609K +3,486 New
SFA
2286
Seneca Financial Advisors
New York
$635K +$609K +3,485 New
PWP
2287
Phillips Wealth Planners
Mississippi
$635K -$3.32K -19 -0.6%
OIM
2288
Orca Investment Management
Oregon
$632K -$5.24K -30 -0.9%
CWP
2289
Capital Wealth Planning
Florida
$628K -$113K -647 -16%
UF
2290
Univest Financial
Pennsylvania
$628K -$27.6K -158 -4%
NQWM
2291
Northwest Quadrant Wealth Management
Oregon
$627K +$4.89K +28 +0.8%
RHP
2292
Royal Harbor Partners
Texas
$627K +$3.67K +21 +0.6%
SFG
2293
SNS Financial Group
Minnesota
$626K -$524 -3 -0.1%
MFG
2294
Menard Financial Group
Texas
$625K – – –
WP
2295
Wealthspan Partners
Iowa
$625K +$2.97K +17 +0.5%
KFA
2296
Kelleher Financial Advisors
New York
$625K -$76.9K -440 -11%
FH
2297
FWG Holdings
Florida
$625K -$53.8K -308 -8%
BWM
2298
Birchcreek Wealth Management
Ohio
$624K – – –
WAM
2299
WFA Asset Management
Wisconsin
$624K +$3.85K +22 +0.6%
FA
2300
Fagan Associates
New York
$624K +$43.7K +250 +8%